On December 26th, Samsung Electronics announced at the end of 2022 that it will collaborate with South Korean internet giant Naver to jointly invest in AI semiconductor solutions.

Huawei nova 12 series is about to be released! The new Kirin chip in the entire series will completely replace Qualcomm chips!

NVIDIA may be forced to cancel orders to export over $5 billion in advanced chips to China next year

International electronic business information on the 23rd According to the latest report of the Japanese research institute MM Research Institute,
In the statistical period from April 2022 to March 2023, the data performance of Apple’s iPhone is eye-catching
Tube sales also declined, but the market share exceeded 50% for the first time in six years.

Public information indicates that the US Department of Defense will make significant and sustained investments in three areas:
Trusted Microelectronics. Designed to ensure that the Department of Defense has access to secure, cutting-edge dual-use microelectronics on a commercial scale. While investment in this segment remains high, it is expected to decline over time.

Recently, data released by WSTS showed that global semiconductor sales totaled $119.5 billion in the first quarter of 2023, down 8.7% from the fourth quarter of 2022 and 21.3% from the first quarter of 2022. The Q1 revenue of the world’s top 15 semiconductor companies reflects this. Weighted average revenue for the first quarter of 2023 decreased 12% from the fourth quarter of 2022.
As you can see from the chart below, four companies, Qualcomm, Nvidia, Infineon, and Analog Devices, achieved revenue growth in the first quarter of 2023 compared to the fourth quarter of 2022, while five companies expect positive growth in Q2.
Memory companies were hardest hit, and in terms of product segments, memory companies were hardest hit, including Samsung, SK-Hynix and Micron, which together fell 26%. Kioxia fell out of the top 15 with a 26% drop. Renesas entered No. 15. Among non-memory companies, the two largest decliners fell by more than double digits, namely Intel (Intel), which fell 17%; and MediaTek, down 12%.

Toshiba’s world-wide QLC3D flash memory 64-layer stack single-chip 1.5TB